Category: QAD Business Process

QAD’s Regulatory Attributes Control File, part of its Compliance functionality often used by Medical Device manufacturers, provides a powerful control over management of lots within a domain. The Lot Control Level is an important consideration in the implementation of Compliance functionality. The settings are discussed below: Lot Control 0 – This setting indicates that there will be no checks for Lot/Serial numbers when transacted. A Lot/serial number can be re-used...

As part of the Logan Consulting ERP Implementation Methodology, the Validation and Testing Phase calls for two Conference Room Pilots, commonly known as CRP’s. In advance of the first CRP, the Core Project Team is responsible for documenting and gaining approval for CRP test scripts, which should represent the business process related test scenarios that the ERP functionality must support at Go-Live. CRP’s are formal testing events, during which the...

A small but often missed item as part of a new ERP implementation is reviewing any forms that are needed to manage new additions or changes for key master data such as Suppliers, Customers, and Customer Ship-to’s. Companies often use internal web portal forms, Microsoft Excel forms or Microsoft Word Documents to take requests and manage the approval process for these changes or additions. New ERP systems often require additional...

In prior articles Logan Consulting has discussed its pervasive use of SharePoint to function as a repository for all project documents and to help manage and execute Logan Consulting’s ERP Implementation Methodology. This post focuses on using SharePoint to manage and store all approvals for the final cutover weekend conversion of dynamic data such as open Accounts Payable, open Accounts Receivable, open Sales Orders, open Purchase Orders, on hand Inventory,...

Cutover weekends for large ERP implementations are often stressful events. Detailed cutover checklists must be developed in advance with all system and non-system tasks documented for completion by specific date and time with assigned owner. One of the most important tasks over a cutover weekend relate to the conversion of dynamic data such as open Accounts Payable, open Accounts Receivable, open Sales Orders, open Purchase Orders, on hand Inventory, and...

As we wrote about in prior articles, cutover weekends for large ERP implementations are often focused on executing a pre-defined cutover checklist, mostly focused on conversion of dynamic data such as open Accounts Payable, Accounts Receivable, open Sales Orders, open Purchase Orders, Inventory, and open Work Orders. In addition to data related tasks, it is critical to test the use of all equipment prior to cutover to confirm the equipment...

A huge motivation for many organizations that choose to implement ERP software is the financial gain. Of course, the purchasing and implementation of ERP software is an investment, but once implementation is complete, your organization will begin to reap the benefits of the investment over time. Profit and Invoice tracking, budgeting, audits, and risk management are some of the key areas that businesses look to improve with ERP. Let’s learn...

One of the challenges that I have seen over the years is converting a client to QAD when they are coming from an environment that is not accustomed to driving production planning and execution through strict adherence to Item Numbers, Product Structures and Routings that are based on form-fit-and function (FFF). Instead, these clients often drive business behavior through extensive use of comments. Though this approach can work when a...

After a great Keynote Address by Darrell Finney of Fintek Consulting, Logan Consulting and other MWUG attendees focused on presentations on new QAD functionality and pertinent QAD related topics. James Blankenship presented on EE Financial Customizations. The session was a 'How To', focusing on how to use the financial API’s in EE to add custom fields, add validation to a field, and how to extract/query data from financial tables. Andy...

For the past several years, Logan Consulting has provided functional training immediately following the conference at the conference venue. The goal of the training is to develop an understanding of the fundamental business concepts related to manufacturing, how these concepts relate to ERP, and specifically how they are handled within QAD Enterprise Applications. The sessions will first focus on general business processes (e.g. Master Scheduling) to ensure all participants understand...